Close CRM vs. GatedContent.com

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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GatedContent.com brings a lot to the Marketing Operations party, governance, standardization, etc, etc. but above everything else, if you're serious about growth marketing, GatedContent.com is essential in setting up a fully functioning attribution model. The best thing is that once the key data capture points are defined and built, end users don't need to worry about UTM and other key tracking parameters, they run in the background and plug into pre-exiting processes.

• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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Independently Invited by TrustRadius

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Easy to use for both admins and end users. The individual gate/form configuration is guided and simple with little scope for error. Admins are able to steer the configuration with mandatory fields etc. There is a comprehensive knowledgebase and a very response support team if knowledgebase doesn't cover the query.

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Very responsive and capable support team, all with excellent product and industry knowledge. Also, access to the developers if required to help support, particularly during the onboarding, set up, and testing process.

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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Eloqua, Hubspot, and Pardot, whilst not directly comparable, all have a forms solution, but these solutions become inefficient at scale and are open to user error. They can be difficult to implement across various CMS environments and aren't always easy to configure from an attribution perspective.

• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info